Aon MillerCRD Number: 3083225
Current Firm: Am Investment Strategies, LLC
Aon Miller (CRD# 3083225) is an Investment Advisor Representative working at Am Investment Strategies, LLC in Chattanooga, TN and has over 23 years of experience in the finance industry. Aon Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Raymond James Financial Services Advisors, Inc.
Sagepoint Financial, Inc.
Cetera Advisors LLC
|Am Investment Strategies, LLC||Chattanooga, TN||Oct 2012 - Current||9|
|Purshe Kaplan Sterling Investments, Inc.||Albany, NY||Nov 2012 - Apr 2013||< 1|
|Benjamin F Edwards & Co||Chattanooga, TN||Jul 2011 - Oct 2012||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S66||NASAA Uniform Combined State Law Examination||Mar 2005|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management630MILLIONS
Total Number of Accounts1,128ACCOUNTS
Average Account Value$558,686
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AL, CA, FL, GA, NY, SC, TN, TX
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